All Episodes
You & Your Money — 217 episodes · page 1 of 3
Market Update | October 2026
EYour Fall Tax Planning Checklist: High-Value Moves to Make Before December 31
The New IRS: Fewer Auditors, Smarter Algorithms. What High Earners Need to Know
How to Maximize Executive Compensation in 2026
Market Update | September 2026
EWhat to Know Before Opening a Trump Account for Your Child
Traditional vs. Roth IRA: Is It Time to Convert To A Roth?
Women and The Great Wealth Transfer
Market Update | August 2026
Your Estate Plan Just Got An Upgrade – What To Do Now
New Tax Rules, New Opportunities
Inflation vs. Earnings: What Today's Market Tug of War Means for Your Investments
Market Update | July 2026
How Much Should You Have Saved by Age 40? 50? 60?
3 Powerful Midyear Financial Moves
Business Owner's Mid-Year Financial Gut Check
Market Update | June 2026
Teaching Financial Literacy to Heirs: The Missing Link in Generational Wealth
Gifts for Grads More Valuable Than Cash
The Economic Impacts of War: What History Tells Us
What You Should Know About AI Driven Financial Insights in 2026
Market Update | May 2026
Alternative Investments: Are They A Good Choice for Next Generation High Net Worth Investors?
5 Steps to Build Financial Confidence
Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer
Economic Impacts of The War in Iran
Market Update | April 2026
The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer
Political Unrest and Market Trends: What Does History Tell Us?
The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
Market Update | March 2026
New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer
How OBBBA Changes Coming in 2026 Will Affect Your Finances
Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
Market Update | February 2026
How to Minimize Your 2026 Tax Bill
2026 Retirement Planning Checklist
Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets
Market Update | January 2026
How to Prioritize Your 2026 Financial Goals
2026 Tax Season: What to Know & How to Prepare
2025 Year In Review
Market Update | December 2025
Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
The New Things to Know About Building Generational Wealth
Untangling Headlines from Reality When Making Financial Decisions
Market Update - November 2025
How to Plan for The Cost of Growing Old
Why Q4 Investment Portfolio Positioning Matters More Than Ever
Market Update – October 2025
Your Year-End Financial Checklist
6 OBBBA Tax Wins for Small Business Owners
How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)
FICO's New Credit Scoring Model and How It Could Affect Your Financial Health
Market Update - September 2025
How to Keep Rising Healthcare Costs From Killing Your Retirement
How Stocks Have Overcome A "Wall of Worry" in 2025
Market Update | August 2025
What Executives Retiring in The Next 5 Years Need to Know Now
What Financial Freedom Really Means, And How to Achieve It
Unpacking the Big Beautiful Bill Act
Why It's Critical to Do A Midyear Financial Checkup in 2025
Market Update | July 2025
Best Investment Options for Your Emergency Fund
What to Know About Business Interruption Insurance
3 Steps to Financial Freedom
How to Live Well Now While Planning for the Future
Market Update | June 2025
529 Plan Most Frequent Q&As
Riding the Tariffs Rollercoaster
Market Update | May 2025
How to Save More, and Teach Kids to as Well
Best Way to Make a Financial Plan for College
Are ESG Funds a Good Investment?
Market Update | April 2025
Financial Impacts of Trumps First 60 Days
Lessons for Uncertain Times – Reflecting on The Pandemic, 5 Years Later
How to Manage a Windfall
Introducing Jonathan Mathews
Market Update | March 2025
Financial Empowerment Tips for Women Business Owners
How to Avoid Financial Scams at Tax Time and Beyond
Impacts if the Tax Cuts and Jobs Act is Allowed to Expire
4 Financial Red Flags In A Relationship
Monthly Market Update: February 2025
The Unique Estate Planning Challenges That Women Face
3 Big Changes to Retirement Savings Rules in 2025
The Retire and Relocate Strategy
E2025 Financial Outlook
Monthly Market Update: January 2025
Tax Implications of Receiving an Inheritance
How to Gift Others With a Rich Life
Financial Year in Review
Gifting vs Inheritance
EMarket Update | December 2024
How to Give More to The Charities You Want to Support
Market Update | November 2024
Trump Presidency 2.0: What It Could Mean for the Financial Markets
Dealing With the Financial Impacts of A Serious Diagnosis
New Option to Help Pay Off Student Debt Faster